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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fulco is an investment advisor representative at Eagle Strategies LLC, based in Monroe, LA. Michael has been in the securities industry since 1977 and has a wide range of experience. Michael has held the Series 7, Series 6, Series 24, and Series 26 licenses. He is also registered as an Investment Advisor Representative with the state of Louisiana. Michael has worked for a number of prominent financial institutions in the past, including MML Investors Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Michael specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Michael is also a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
04/07/2011 - Present
Eagle Strategies LLC (MONROE LA)
LA
07/31/2003 - 03/24/2010
MML INVESTORS SERVICES, INC. (MONROE LA)
NY
10/20/1980 - 06/27/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/26/1977 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/11/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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